The Role of a Private Equity Expert in High-Stakes IoT Deals
2 Min Read
The Project with Our Client for IoT Investment
Our client was conducting pre-LOI diligence on a provider of advanced surveillance and monitoring solutions that delivers measurable outcomes for its customers’ Internet of Things (IoT), Safety & Security and Computer Vision needs. To support this effort, they wanted to leverage the knowledge of a private equity expert to ensure thorough due diligence and strategic guidance throughout the process. That’s where Apex Leaders, as an expert network specializing in private equity, came in.
Scope of the Search
Our process starts with a deep dive into the goals of the project. The meeting between the Apex Leaders and the client and the client uncovered the insights needed to decide whether to move forward or not confidently. A few of the critical areas that required understanding were:
- Unique nuances of the security IoT marketplace and industry growth drivers.
- Competitive dynamics and the target company’s position within the IoT ecosystem.
- Buying patterns and purchasing criteria of end markets.
The client was also looking for what we refer to as a “River Guide,”
a private equity expert or advisor that goes beyond being an SME, and partners through the entirety of the investment lifecycle, including potentially serving as an executive post-close.
Discover Private Equity Expertise
With the criteria in hand, our research team got to work. They worked to identify key competitors and industry leaders within the IoT space. After identification, our team custom recruited and personally vetted potential matches to ensure they had the required expertise, and presented a number of private equity experts to our client. One of the possible River Guides presented was a great fit, who formerly managed a large P&L at a global technology organization.
Partner
The Apex Leaders team facilitated the introduction between the executive advisor and the client. The client was able to successfully develop a rapport with the advisor and jointly build a thesis in IoT. The advisor’s expertise and track record of success made him an ideal River Guide for private equity consulting to the client.
Success with a Private Equity Expert
The client developed a rapport and investment thesis alongside the advisor, leading to confidence in the investment as well as an eventual chief executive role at the IoT platform which the client invested in post-close.
In the client’s investment announcement, the advisor commented, “…I am also thrilled about the partnership with the client who has demonstrated exceptional integrity and collaboration during the diligence process and who is a major factor in my decision to leave my current role. The client’s continued support of the company will expand its service capabilities and accelerate its growth as an industry-leading IoT solutions provider.”
At Apex Leaders, we connect private equity firms with the precise expertise needed to navigate critical decisions. By partnering with a private equity expert custom-fit for your needs, you’ll gain the insights and strategic guidance required to drive confident investment outcomes, from pre-LOI diligence to post-close executive placement. Reach out today to learn how our private equity consulting services can help you invest with conviction.